Just Launched - Financial Reports based on Event Date!

Accrual accounting enthusiasts rejoice: you asked, and we listened!

That's right, we just launched a seemingly small but surprisingly useful addition to the financial reporting functionality in Planning Pod: invoice reports based on the date of the lead or event!

You've always been able to pull financial reports based on the invoice date and the invoice due date, but now you can pull the same fantastic reports based on the date of the event/lead the invoice is associated with. 

This functionality is simple - just select "Event Dates" from the options before you run your report. The update has been made on the following reports:

• Invoice/Deposit Overview
• Invoice Line Items
• Open Invoices Aging
• Tax Detail
• Additional Fees Detail

Enjoy your enhanced invoice reporting, Planning Pod-ers!